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    1. Cash Is Paying More Again — Does That Change How Much Belongs in Savings?
      Cash just became a little more interesting.
    2. 5 pending changes that could impact year-end small business tax planning
      Congress has been debating a number of big bills that contain tax changes. Some of the proposed changes are favorable; many are not. All of them may
    3. 5 Things to Do as Your Retirement Date Approaches
      If you're among the nearly 5.6 million Americans who retire every year, here are five ways to make retirement easier.
    4. 6 Practical Tips to Manage Your Small Business Finances
      stevepb / Pixabay Even experienced business owners can benefit from improving the way they manage their finances. This is especially true if your expertise in your product or service doesn’t extend to managing business finance. It would be a shame not to realize the full potential of your company, so we’ve assembled s
    5. Make These 3 Moves Before You Start Investing
      Investing money is a great way to grow wealth over time. Over the past 50 years, the stock market has delivered an average annual 10% return (before inflation), based on the performance of the S&P 500 index.
    6. Moving to a New State? 3 Financial Factors You Need to Consider
      The pandemic changed work patterns for many Americans. Due to the ability for many to work remotely, a new report from Upwork found that 2.4% of people, or 4.9 million Americans, have already moved because of remote work since 2020.
    7. Keeping Your Retirement Savings On Track Amid The Great Resignation
      In May 2021, psychologist Anthony Klotz coined the phrase “The Great Resignation” to describe the record amounts of workers quitting their jobs after
    8. 3 Holiday Shopping Trends to Improve Customer Experience
      Preparing your team for the holiday rush? Here are some shopping trends to help you adjust your customer service team strategy
    9. SECURE Act impact on small business retirement plans
      For small business-owning clients, ensuring their employees have access to a retirement plan - without incurring huge costs - is a particular challenge. Fortunately, the SECURE Act, passed in December 2019, created several opportunities to that can help employers establish retirement plans, as well as to expand on thei
    10. 7 Top Benefits of Roth IRAs That You Don't Want to Overlook
      The Roth IRA (individual retirement account) is bursting with benefits that can make saving for retirement a bit more exciting. If you don't want to